Chartered Financial Planner status stands as a proud indicator of the highest standards of learning and ethical behaviour and is the ultimate symbol of professionalism. Achieving chartered status is challenging and takes commitment.
We strive to support all of our advisers across the UK to be able to achieve this. It helps to ensure our adviser’s commitment to meet significant and ongoing obligations designed to ensure that they are competent, knowledgeable and ethical in their dealings.
The highest level of technical and professional knowledge and competence through professional qualifications
Keeping knowledge and skills up-to-date through continuing professional development
Ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions